AE WEALTH MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BRO | 14K | $1.34M |
 | BSX | 14K | $1.39M |
 | SEVN | 14K | $145.53K |
 | FTNT | 14K | $1.18M |
 | SAN | 14K | $144.16K |
 | CDW | 14K | $2.19M |
 | OXY | 14K | $644.82K |
 | IRM | 14K | $1.38M |
 | APH | 14K | $1.68M |
 | CMG | 14K | $530.24K |
 | FLYW | 14K | $182.93K |
 | SHEL | 14K | $966.45K |
 | WM | 13K | $2.96M |
 | BTI | 13K | $706.90K |
 | EBC | 13K | $241.01K |
 | DELL | 13K | $1.88M |
 | VSTS | 13K | $59.70K |
 | WMB | 13K | $834.21K |
 | TSM | 13K | $3.67M |
 | VSAT | 13K | $383.92K |
Brown & Brown, Inc.
BRO
Shares Held
14K
Value
$1.34M
Boston Scientific Corporation
BSX
Shares Held
14K
Value
$1.39M
Seven Hills Realty Trust
SEVN
Shares Held
14K
Value
$145.53K
Fortinet, Inc.
FTNT
Shares Held
14K
Value
$1.18M
Banco Santander, S.A.
SAN
Shares Held
14K
Value
$144.16K
CDW Corporation
CDW
Shares Held
14K
Value
$2.19M
Occidental Petroleum Corporation
OXY
Shares Held
14K
Value
$644.82K
Iron Mountain Incorporated
IRM
Shares Held
14K
Value
$1.38M
Amphenol Corporation
APH
Shares Held
14K
Value
$1.68M
Chipotle Mexican Grill, Inc.
CMG
Shares Held
14K
Value
$530.24K
Flywire Corporation
FLYW
Shares Held
14K
Value
$182.93K
Shell plc
SHEL
Shares Held
14K
Value
$966.45K
Waste Management, Inc.
WM
Shares Held
13K
Value
$2.96M
British American Tobacco p.l.c.
BTI
Shares Held
13K
Value
$706.90K
Eastern Bankshares, Inc.
EBC
Shares Held
13K
Value
$241.01K
Dell Technologies Inc.
DELL
Shares Held
13K
Value
$1.88M
Vestis Corporation
VSTS
Shares Held
13K
Value
$59.70K
The Williams Companies, Inc.
WMB
Shares Held
13K
Value
$834.21K
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
13K
Value
$3.67M
Viasat, Inc.
VSAT
Shares Held
13K
Value
$383.92K